John Carroll is a CERTIFIED FINANCIAL PLANNER™ practitioner with The B.C. Group of Wells Fargo Advisors and has been a registered investment professional since 1991. John’s financial investment background is well versed, spanning individual asset management, estate planning and corporate planning services. Offering clear and concise guidance to his clients and their families, John provides tax efficient investment and estate planning strategies to meet their long-term objectives.
John expands his market reach and knowledge through analyzing market research in emerging businesses and technologies. Leveraging the vast resources of Wells Fargo Advisors as well as the expansive knowledge of The B.C. Group team members, John can provide specialized trust philanthropic services to help nonprofit organizations, individuals, and families to strategically achieve their charitable goals. He can also create custom credit solutions for clients with complex lending needs. To further enhance the client experience, John also provides ongoing educational and investment strategy seminars.
John has his Bachelor of Science in Finance from the University of Lowell and his Master of Science in Business Administration from Endicott College. John lives with his wife and three children in Beverly, MA. He enjoys playing golf, traveling, and attending his children’s sporting events. John is active in supporting ALS and MS charity organizations, as well as being actively involved in the Spectrum House.
CA Insurance Producer License 0C44982 Resident State MA
Daniel Bukkhegyi has been a registered investment professional since 1990, continually training and broadening his knowledge of capital markets and economic trends. Dan implements wealth management strategies for clients by balancing their needs for retirement planning, estate investment planning, cash flow management, and education funding. Dan also provides clients with advise on using credit strategically to meet their current needs and wealth plan goals.
The B.C. Group of Wells Fargo Advisors utilizes the talents of one another to help provide effective planning advice for each client’s unique set of circumstances. Dan’s focus is on investment and risk management within the team. Dan is versatile and objective in his approach to investment recommendations. Dan is firmly committed to developing and maintaining long-term, multigenerational relationships. To accomplish this, he listens intently to clients’ values, goals, aspirations, and concerns while at the same time realizing the importance of frequent client contact and reassessment of goals and objectives.
Dan is a graduate of Fitchburg State College earning his Bachelor of Science degree in business management. He went on to earn his Master of Business Administration from Endicott College. He is an avid cyclist and cancer fund raiser. Active in his community and church, Dan and his wife of 31 years Lisa, have two daughters, all active in sports, community and church.
Dan holds series 7 and 63 registrations.
CA Insurance Producer License # 0C47216 Resident State MA
For more than 20 years, Lesley A. Dever has helped individuals, families, and business owners pursue financial freedom and investment success. As a Financial Consultant, with The BC Group of Wells Fargo Advisors, she brings considerable experience in the areas of investment and retirement income planning, insurance products, and corporate retirement plans--both large and small. Her approach is to understand a client's complete financial picture first, and then develop the strategies needed to help each client meet their goals. Lesley believes that a client's plan has a greater chance of long-term success if it is based on a solid foundation. The best way to build that foundation is through advice based on the sound principles of risk and reward.
Lesley has her Series 7, and Series 66 registrations as well as her license in life, accident and health insurance. She also holds a B.A. in International Studies from Trinity College, Washington DC.
Lesley has been active in many local organizations including Rotary Club of Marblehead Harbor which funds worldwide humanitarian programs such as Polio Plus. She is currently a member of the North Shore Advisory Committee for the Anti-Defamation League of New England. Lesley has also participated in many local and state campaigns helping to advance candidates and causes she believes in.
After living in Boston, Denver, and Washington DC, Lesley returned to her native town of Marblehead Massachusetts where she currently resides. She likes to spend time with her family and her dog Luke.
CA Insurance Producer License # OK27587 Resident State MA
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